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    • This is a part-time position based on a fully remote schedule.
    • Assisting with client onboarding, account administration, and follow-up on outstanding requests.
    • View all Harbourfront Wealth Management jobs - Remote jobs
    • Salary Search: Administrative Assistant salaries in Remote
    • See popular questions & answers about Harbourfront Wealth Management
    • Maintain office supplies and stationery.
    • From 10/16/2026 to 10/20/2026.
    • Prepare and manage a variety of correspondence including emails, memos, forms, reports,…
    • Knowledge of office administration, procurement, and supplier coordination.
    • Experience with web-based systems and document management platforms.
  • We offer a range of full and part-time career in the Muskoka, Parry Sound and Simcoe County areas. Administrative Positions Our three offices always keep…
    • You have experience using various office equipment such as photocopier, shredder, fax machine to provide clerical support duties.
    • Be the first point of contact for employees and site visitors while performing reception duties such as answering phones, signing in visitors, directing phone…
    • Base salary that aligns to market trends with performance-based pay and scheduled salary progression.
    • You have knowledge of office procedures and policies to…
    • Experience in reception, mailroom operations, invoice processing, vehicle administration or shipping and customs documentation is an asset.
    • Two (2) years of recent and relevant experience in office administration and front desk reception in an academic School/Department.
    • 2–5 years of experience in administration, office coordination, workplace operations, or employee support roles.
    • Job Status: Full Time, Permanent, Salary.
    • Bachelor’s degree in Accounting or equivalent experience.
    • Excellent time management, organization, and ability to manage multiple priorities.
    • Minimum 3-5 years Office Administrative experience in a professional office setting.
    • General office functions including; answering the multi-line phone, taking…
    • Ensure smooth day-to-day office operations.
    • Monitor inventory of office and site supplies.
    • Proficiency in office automation tools (Microsoft Office Suite).
    • We are looking for an individual with great personality and experience in financial activities and office administration, a banking background or previous…
    • Post-secondary education in business, finance, or office administration preferred.
    • Note that this is a full-time, in-office role.
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Administrative Assistant
Harbourfront Wealth Management
·
4.2
Remote
$22–$24 an hour
Part-time
Apply now

Job details

$22–$24 an hour
Part-time
Remote

Full job description

Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $23 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.

Career opportunity:
The Administrative Assistant plays a crucial role in supporting all activities required by the Investment Advisor. This is a part-time position based on a fully remote schedule. This role requires an individual who is professional, detail-oriented, independent, organized, and effective at multi-tasking, with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks to get the job done in a fast-paced environment where attention to detail is of the upmost importance.

You will be responsible for:
  • Overseeing day-to-day administrative duties including paperwork, scheduling, correspondence, and general coordination;
  • Maintaining accurate client records and ensuring documentation is complete, current, and filed appropriately;
  • Assisting with client onboarding, account administration, and follow-up on outstanding requests.
  • Working independently with minimal direction, managing multiple priorities effectively;
  • Handling incoming and outgoing phone calls with clients and respond to email requests for information;
  • Organizing and coordinating meetings and conference calls;
  • Preparing monthly/quarterly/annual reports, client correspondence and taking ownership of project work.

The ideal candidate for this position has:
  • Minimum 2 year’s experience in a similar role;
  • Experience in investment or banking environments is an asset but not required;
  • Familiarity with Salesforce or similar CRM systems is an advantage;
  • Knowledge of the National Bank Independent Network (NBIN) Back-office system also an asset;
  • Demonstrated ability to work independently and efficiently;
  • Experience in an investment firm an asset;
  • Proficient with Microsoft Office particularly Word, Excel, PowerPoint & Outlook;
  • Has knowledge of how to use various AI tools such as Zocks, Microsoft Copilot and Chat GPT.
  • Proven verbal and written communication skills;
  • Ability to learn quickly and identify opportunities to add value;
  • Strong organizational skills;
  • Meticulous attention to detail;
  • Superior customer service skills.
Salary Range: $22 - $24 (actual salary offered will be commensurate with education, experience, and internal parity).

Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.
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